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Sponsor portfolio

PALLETIZED TRUCKING INC

EIN 74-1655585-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$9.6M assets
Welfare
1
$1.5M premiums
Participants
349
PO BOX 8744 - HOUSTON, TX 772498744713-225-3303palletizedtrucking.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$9.6M - 174 part#502Fully Insured-$1.5M - 175 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Life$166K
  • Other$130K
  • Dental$79K
  • Vision$73K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • MEMORIAL HERMANN HEALTH INSURANCE COMPANY83%
  • AFLAC8%
  • HUMANA INSURANCE COMPANY5%
  • TRANSAMERICA LIFE INSURANCE COMPANY2%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • +1 more
Total $1.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • BCI INSURANCE SOLUTIONS, INC.82%
  • ANA J KELLY4%
  • EPIC4%
  • RUST EWING WATT & HANEY INC2%
  • CHRISTOPHER T KELLY2%
  • +3 more
Total $124K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PALLETIZED TRUCKING, INC. 401K & PROFIT SHARING PLAN

401k

Assets$9.6M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PALLETIZED TRUCKING, INC. WRAP PLAN PLAN DOCUMENT

Fully Insured - MEMORIAL HERMANN HEALTH INSURANCE COMPANY

Premiums$1.5M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALLETIZED TRUCKING, INC. 401K & PROFIT SHARING PLAN401k$9.6M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PALLETIZED TRUCKING, INC. WRAP PLAN PLAN DOCUMENTFully InsuredMEMORIAL HERMANN HEALTH INSURANCE COMPANY$1.5M1752025
Retirement plans
Welfare plans
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